Insurance Audits, Protecting your Practice

Continuing Education Learning Objectives

By the end of this session, participants will be able to:

• Describe the current insurance audit landscape in Canadian dentistry and identify emerging trends affecting dental practices, providers, and owners.
• Recognize common factors that may increase audit risk, including documentation deficiencies, billing inconsistencies, administrative process gaps, and insurer concerns.
• Explain the operational, financial, and reputational impacts of insurance audits on dental practices and their teams.
• Discuss the consequences of insurer delisting and understand how delisting may affect patient flow, insurer relationships, practice valuation, recruitment, and practice transitions.
• Identify key compliance strategies that support audit readiness, including governance, documentation standards, internal accountability measures, and continuous monitoring.
• Evaluate the role of leadership in creating a culture of compliance that balances patient care, ethical billing, risk management, and business sustainability.
• Describe the legal, regulatory, and professional considerations that arise during insurer reviews, investigations, repayment requests, and remediation efforts.
• Understand the importance of proactive response planning when receiving audit requests, documentation reviews, or insurer inquiries.
• Assess how insurer relationships, compliance history, and risk-management practices may influence the long-term value and marketability of a dental practice.
• Apply insights from industry leaders, legal advisors, practice operators, and professional association representatives to strengthen compliance and reduce organizational risk.

Event venue & nearby stays

Yates Whitaker LLP & Yates Whitaker Private Wealth, 8625 112 Street Northwest, Edmonton, Canada

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